Tag: financial plan
Top 10 Tips For What to Look For in a Financial Planner
December 29th, 2017
A startling 33% of Americans don’t have a financial plan for the future. It’s a common misconception that making a financial plan and having a professional help you out is something only for the extremely wealthy, but people in all income brackets use a financial planner. Financial pla...
What You Should Bring to Your First Meeting with a Financial Planner
September 11th, 2017
Did you ever wonder what you should bring to your first meeting with a financial planner? While it may depend on the individual we’ve put together a few items to consider. According to Market Watch approximately 62 percent of Americans don’t even have $1,000 saved. Getting your finan...